Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,462,755
+$2,610,608 QoQ
Shares Held
59,619
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#507
of 2,718 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $12,958,984 across 9 Capital Markets names. MS ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
59,619 | $12,462,755 | |
| 2 | GS |
Goldman Sachs Group Inc
|
184 | $186,092 | |
| 3 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
1,250 | $74,462 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,260 | $62,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
310 | $28,603 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
372 | $23,298 | |
| 8 | PIPR |
Piper Sandler Companies
|
48 | $3,472 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,462,755 | 59,619 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,852,147 | 59,866 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,799,682 | 60,833 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,309,032 | 64,853 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,179,846 | 65,170 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,546,565 | 64,683 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,206,875 | 65,279 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,928,520 | 66,467 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,466,147 | 66,531 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,372,842 | 67,681 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,122,328 | 65,655 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,436,526 | 66,567 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,166,700 | 60,500 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,883,436 | 55,620 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,753,978 | 55,916 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,334,567 | 54,861 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,101,459 | 53,924 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,582,382 | 52,430 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,840,760 | 49,315 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,686,936 | 48,165 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,413,314 | 48,133 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $3,126,955 | 45,629 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $2,103,756 | 43,511 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,070,621 | 42,870 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,395,530 | 41,045 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||